WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 165 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $228 | -0.9% | 3,756 | -0.8% | 0.02% | 0.0% |
| Q4 2022 | $230 | -99.9% | 3,785 | +1.0% | 0.02% | +9.1% |
| Q3 2022 | $203,000 | -6.5% | 3,747 | +0.1% | 0.02% | 0.0% |
| Q2 2022 | $217,000 | -12.1% | 3,743 | -2.1% | 0.02% | +15.8% |
| Q1 2022 | $247,000 | +15.4% | 3,823 | +102.1% | 0.02% | 0.0% |
| Q1 2021 | $214,000 | – | 1,892 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 626 Financial, LLC | 314,548 | $18,926,332 | 12.80% |
| Pinnacle Financial Group, LLC / IL | 308,137 | $18,540,594 | 11.03% |
| Vertex Planning Partners, LLC | 338,573 | $20,371,932 | 7.01% |
| Melone Private Wealth, LLC | 114,754 | $6,904,734 | 4.94% |
| FFG RETIREMENT ADVISORS LLC | 96,567 | $5,810,436 | 4.82% |
| Avant Capital LLC | 29,271 | $1,761,256 | 2.01% |
| KLR INVESTMENT ADVISORS, LLC | 22,357 | $1,354,637 | 1.23% |
| Capital Advisory Group Advisory Services, LLC | 34,282 | $2,062,748 | 1.17% |
| Connecticut Wealth Management, LLC | 282,675 | $17,008,555 | 1.16% |
| MGO Private Wealth, LLC | 21,831 | $1,313,587 | 0.98% |